Purchases and Sales Made in Q3 2023 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q3 2023. The information is specifically focused on institutions that hold shares of VANGUARD SMALL-CAP VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-14- 5.22% |
$2.2K - $2.44K
|
254
$50.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-15- 11.36% |
$2.36K - $2.62K
|
117
$23.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-16- 0.8% |
$2.52K - $2.79K
|
1.98K
$395K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-18- 1.14% |
$2.83K - $3.14K
|
1.56K
$311K
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-18- 0.59% |
$2.83K - $3.14K
|
3.02K
$601K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-19- 3.1% |
$2.99K - $3.31K
|
593
$118K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-19- 1.26% |
$2.99K - $3.31K
|
1.49K
$297K
|
|
|
Oct 24, 2023
Q3 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-20- 1.19% |
$3.15K - $3.49K
|
1.66K
$331K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-20- 0.61% |
$3.15K - $3.49K
|
3.27K
$650K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-20- 0.34% |
$3.15K - $3.49K
|
5.79K
$1.15M
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-21- 1.22% |
$3.3K - $3.66K
|
1.71K
$340K
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-21- 1.16% |
$3.3K - $3.66K
|
1.79K
$356K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-21- 0.33% |
$3.3K - $3.66K
|
6.42K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-22- 31.88% |
$3.46K - $3.84K
|
47
$9.35K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-25- 0.11% |
$3.93K - $4.36K
|
22.7K
$4.51M
|
|
|
Oct 24, 2023
Q3 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-26- 0.47% |
$4.09K - $4.53K
|
5.56K
$1.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-28- 0.2% |
$4.41K - $4.88K
|
13.8K
$2.75M
|
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-30- 0.66% |
$4.72K - $5.23K
|
4.49K
$893K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-31- 1.37% |
$4.88K - $5.41K
|
2.24K
$445K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-31- 0.47% |
$4.88K - $5.41K
|
6.51K
$1.3M
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-31- 1.84% |
$4.88K - $5.41K
|
1.65K
$329K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-32- 0.57% |
$5.03K - $5.58K
|
5.55K
$1.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-37- 1.72% |
$5.82K - $6.45K
|
2.12K
$422K
|
|
|
Oct 31, 2023
Q3 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-37- 0.45% |
$5.82K - $6.45K
|
8.15K
$1.62M
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-37- 5.47% |
$5.82K - $6.45K
|
640
$127K
|
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-39- 0.45% |
$6.14K - $6.8K
|
8.65K
$1.72M
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-39- 0.14% |
$6.14K - $6.8K
|
27.7K
$5.51M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-40- 21.51% |
$6.29K - $6.98K
|
146
$29.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-40- 0.19% |
$6.29K - $6.98K
|
20.6K
$4.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-40- 3.09% |
$6.29K - $6.98K
|
1.26K
$250K
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-41- 47.13% |
$6.45K - $7.15K
|
46
$9.15K
|
|
|
Nov 01, 2023
Q3 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-41- 0.65% |
$6.45K - $7.15K
|
6.25K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-42- 1.4% |
$6.61K - $7.32K
|
2.95K
$588K
|
|
|
Oct 31, 2023
Q3 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-43- 1.85% |
$6.77K - $7.5K
|
2.28K
$455K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-44- 0.14% |
$6.92K - $7.67K
|
32.3K
$6.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-47- 0.13% |
$7.39K - $8.2K
|
35.4K
$7.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-47- 2.9% |
$7.39K - $8.2K
|
1.58K
$314K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-47- 0.38% |
$7.39K - $8.2K
|
12.3K
$2.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-48- 11.76% |
$7.55K - $8.37K
|
360
$71.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-48- 2.98% |
$7.55K - $8.37K
|
1.56K
$311K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-48- 18.32% |
$7.55K - $8.37K
|
214
$42.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-48- 0.37% |
$7.55K - $8.37K
|
12.9K
$2.56M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-49- 2.81% |
$7.71K - $8.55K
|
1.69K
$337K
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-50- 1.44% |
$7.87K - $8.72K
|
3.43K
$682K
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-55- 0.89% |
$8.65K - $9.59K
|
6.11K
$1.22M
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-55- 0.75% |
$8.65K - $9.59K
|
7.28K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-55- 2.43% |
$8.65K - $9.59K
|
2.21K
$439K
|
|
|
Nov 09, 2023
Q3 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-58- 2.34% |
$9.13K - $10.1K
|
2.42K
$482K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-59- 1.25% |
$9.28K - $10.3K
|
4.66K
$927K
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-60- 0.46% |
$9.44K - $10.5K
|
13K
$2.58M
|